McDonald Partners’s iShares MBS ETF MBB Stock Holding History

McDonald Partners’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-748	Closed	-$80.4K	–	538
2021 Q4	$80.4K	Buy	+748	New	+$80.5K	0.07%	94

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

McDonald Partners's MBB Position: Q1 2022 in Review

McDonald Partners sold out of iShares MBS ETF (MBB) in Q1 2022, closing a stake of 748 shares — an estimated $80.4K sold.

McDonald Partners first reported a position in MBB in Q4 2021 and held it in 1 quarter. The position peaked at $80.4K in Q4 2021. 710 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

McDonald Partners reported no remaining iShares MBS ETF position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 748 iShares MBS ETF shares in Q1 2022, an estimated $80.4K.
McDonald Partners first reported a position in iShares MBS ETF in Q4 2021 and held it in 1 quarter.
McDonald Partners's iShares MBS ETF position peaked at $80.4K in Q4 2021.
710 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.